CI

Centerstone Investors Portfolio holdings

AUM $24.4M
1-Year Est. Return 23.71%
This Quarter Est. Return
1 Year Est. Return
+23.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$778K
2 +$482K

Top Sells

1 +$7.44M
2 +$6.72M
3 +$3.55M
4
PRGO icon
Perrigo
PRGO
+$3.03M
5
SON icon
Sonoco
SON
+$1.91M

Sector Composition

1 Industrials 18.09%
2 Energy 17.8%
3 Materials 15.11%
4 Consumer Discretionary 14.5%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$899K 0.87%
5,592
27
-176,500
28
-118,168
29
-37,695